Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,984 | $138,076+7.2% | $123,553+19.8% | $135,380+9.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -23.37% | 153.70%-177.1pp | 119.21%-142.6pp | 519.81%-543.2pp |
| Employer contribution / active EE | $3,400 | $5,152-34.0% | $4,628-26.5% | $4,779-28.9% |
| Participant deferral / active EE | $11,722 | $6,800+72.4% | $6,426+82.4% | $5,609+109.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |